Sale of Lane Wealth Management

Sale of Lane Wealth Management

Sale of Lane Wealth Management

We are pleased to have advised Lane Wealth Management LLP on the sale of its business and assets to Newell Palmer Financial Planning Limited in October 2017.

Lane Wealth Management has provided independent financial advice and investment solutions in and around the Northamptonshire region for over 24 years. Newell Palmer are financial advisers specialising in investments, tax and pension planning, with offices in Wolverhampton, Bromsgrove and Nuneaton. With over 20 years of experience and funds in excess of £1.7 billion under management, Newell Palmer occupies a very strong position within the financial services industry. The acquisition by Newell Palmer of the business and assets of Lane Wealth Management adds to Newell Palmer’s reputation as one of the largest and fastest-growing independent financial advisers in the West Midlands and surrounding areas.

Edwin Lane, Principal at Lane Wealth Management, commented “After an exhaustive search to find a larger partner who will continue offering our clients a very high level of service, we are delighted to have found and completed the deal with Newell Palmer.”

“The EMW team provided us with excellent guidance and assisted us greatly in what at times felt quite a daunting process. I would highly commend the EMW team”.

The EMW team was led by Principal, Ian Morris who was assisted by Sean Halliwell, Solicitor and Sophie Clarke, Senior Associate.

Ian Morris: “It was a pleasure to advise the members of Lane Wealth Management on their sale of the business to Newell Palmer. We have worked with Edwin and his team for over 20 years so we were privileged to negotiate and finalise this deal on their behalf.”

The corporate team advise companies, management teams, investors and debt providers from business start ups and first round finance agreements through to mergers and acquisitions, management buy outs, development funding and then selling.

The team is ranked in the top tier for Corporate and Commercial work in The Legal 500 and Ian Morris is a ranked corporate lawyer in the Chambers and Partners guide. The team also won Corporate Law Firm of the Year in this year’s Central and East of England Dealmakers Awards.

If you would like to find out more about this deal, please contact Ian Morris on 0345 070 6000.